Creative Planning
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Creative Planning’s Amneal Pharmaceuticals AMRX Stock Holding History

Creative Planning’s Portfolio AMRX Stock Details AMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$911K Buy
73,261
+20,550
+39% +$276K ﹤0.01% 2540
2025
Q4 		$664K Buy
52,711
+19,457
+59% +$223K ﹤0.01% 2609
2025
Q3 		$333K Buy
33,254
+9,358
+39% +$84K ﹤0.01% 3062
2025
Q2 		$193K Buy
23,896
+9,136
+62% +$68.9K ﹤0.01% 3237
2025
Q1 		$124K Sell
14,760
-1,583
-10% -$13.2K ﹤0.01% 3209
2024
Q4 		$129K Sell
16,343
-212
-1% -$1.78K ﹤0.01% 3097
2024
Q3 		$138K Sell
16,555
-2,490
-13% -$19.5K ﹤0.01% 2954
2024
Q2 		$121K Buy
+19,045
New +$121K ﹤0.01% 2804
2021
Q2 		– Sell
-27,454
Closed -$185K – 2084
2021
Q1 		$185K Buy
+27,454
New +$152K ﹤0.01% 2118

Other funds holding AMRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return